Secure, grow and manage your client's cash - quickly and simply

Refer your client to Flagstone

Your client opens their single Flagstone account, supported by our expert and trusted client service team. No need to complete paperwork for multiple banks.

Client transfers funds from their bank to their Flagstone account (minimum £50K deposit required for individuals, £250k for organisations).

You and your client browse and choose from multiple banks and deposit accounts

Our platform provides access to hundreds of accounts from up to 60+ banks – enabling clients to maximise interest and FSCS protection, if eligible.

Your client places their deposits with their selected banks

Your client can meet changing needs, plans and aspirations with complete visibility of their entire portfolio and access to their money.

Your client spreads their deposits, receiving FSCS protection for each account opened with a UK bank

All UK-based banks and building societies on our platform are members of the Financial Service Compensation Scheme. Your clients' eligible deposits are protected up to £85K for each individual bank account opened or £170K for each joint account.

More info

Your client can withdraw money from their holding account at any time

Once your client's deposits mature, funds are returned to their holding account and can then be withdrawn to their own bank account at any time.

How it works

Simple cash management

Immediate visibility of your clients' money, plus simple, flexible and fast
account management.

Your money, your way
opening your account

Opening your account

The Flagstone platform is available to individual and
joint applicants (aged 18 or older) looking to deposit
£50K or more. And to companies, charities and trusts
(including SIPPs and SSASs) with £250k or more to
deposit.

What information does my client need to open an account?
  • Basic personal details including employment
    status and address history.
  • Tax status including National Insurance number
    or your Tax Identification number (TIN) where
    relevant.
  • Information about the source of funds you wish
    to deposit.
  • Details of a UK mainland bank account
    ('nominated account') you wish to deposit from
    and have funds returned to.
  • For joint applications, you must have the
    permission of the second applicant to provide
    us with their information
  • You may be required to provide copies of proof
    of ID, proof of address, or proof of source of
    funds after submitting your application.

Transferring funds

Once they are set up they transfer funds to their
Flagstone holding account.

What is a holding account?

Your client's holding account is set up to receive and
hold their funds before they are transferred to deposit
accounts. Their holding account acts as the account
to which all monies (principal and interest) are
returned at the maturity of a fixed term deposit
account, or when an instant access account or notice
account is closed. Once the matured funds are
deposited in your client's holding account, they may
then withdraw them to their nominated account, or
place them in another deposit account of their
choosing.

The holding account will be provided by HSBC.

Multiple accounts

After your client funds their Flagstone holding account, they can browse, open and manage as many savings accounts as they need, including instant access, notice and fixed-term.

Complete control

Your client is in control. They can manage their money - quickly and easily - via our highly secure Flagstone platform. They can place, spread and move their deposits - 24 hours a day, 7 days a week - with no additional applications to complete.

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peace of mind

Peace of mind

Complete visibility of all your client's money. View 
consolidated information across all of their cash
savings accounts, including a single tax certificate at
the end of the year. Clients enjoy protection of their
money up to FSCS limits of £85K for each UK bank
(£170K for joint accounts).

Find out more about FSCS protection

If you hold an eligible deposit with a UK-authorised
bank or building society that fails, the FSCS will
automatically compensate you.

More info

Make your clients' money work harder

Use our cash deposit calculator to see how much interest your clients could be earning, while spreading their deposits to maximise FSCS protection.

Get a Personalised Illustration

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FREQUENTLY ASKED QUESTIONS
How does the platform work?

Using our platform is simple. The client:

  • Applies for one Flagstone account.
  • Moves funds from their bank to their Flagstone account.
  • Browses and chooses from hundreds of accounts –
    including exclusive and market-leading rates – on our online
    platform.
  • Enjoys complete protection for their money – up to FSCS
    limits.
How are you able to offer competitive rates?

As the UK's leading cash deposit platform, the volume of deposits
placed with us, and the relationships developed with our partner
banks gives us access to exclusive and market-leading deposit
rates for our clients.

How is their money protected?

All UK-based banks and building societies on our platform are members of the Financial Service Compensation Scheme (FSCS).
This allows your clients to protect their savings by spreading their
cash across several banks or building societies, and receive the
FSCS protection of £85K each time (£170K for joint accounts).

All accounts on the Flagstone Platform are “segregated client trust
accounts”.  Our clients are individual beneficiaries of this trust for
the amount of money they deposit (plus interest).  They are
absolutely entitled to this money.  As an individual beneficiary, a
client’s money is eligible for FSCS protection, provided that the
client is eligible.  In the unlikely event that there is an issue with
one of our partner banks, Flagstone would carry out the FSCS
claim on behalf of its clients.

Will I receive tax return statements?

Our platform provides immediate visibility of all your clients'
money, including consolidated information across all of their cash
deposit accounts, and a single tax certificate at the end of the year.

How does Flagstone make money?

For each savings account you open through Flagstone, we receive a small share of the interest. We deduct that share before we feature any savings account on our platform – so the rate you see will be the rate you receive.  

We also receive interest from cash in the holding account

Peace of mind

 

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FSCS Protection

All UK-based banks and building societies on our platform are members of the Financial Service Compensation Scheme. Your clients' eligible deposits are protected up to £85,000 for each account (or £170,000 for each joint account) opened with a different UK bank.

More info

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Industry-leading security

All communications with Flagstone’s website are sent over SSL/TLS connections. Secure Sockets Layer (SSL) and Transport Layer Security (TLS) technology protect communications by using both server authentication and data encryption. This ensures that your clients' data is always safe and secure.

Join a network of leading
referrers

With Flagstone, your clients can spread their cash
across up to 60+ banks in one simple portfolio.

We are trusted by leading Wealth Managers,
including St. James’s Place, Evelyn Partners, and
Quilter Group, plus many of the UK’s leading
banks and building societies.

Join Flagstone and protect the art of the possible.

 

BECOME A REFERRER